Purchases and Sales Made in Q4 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 2022. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
770+ 4.06% |
$105K - $121K
|
19.7K
$5.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
770+ 45.89% |
$105K - $121K
|
2.45K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
750+ 150.0% |
$103K - $118K
|
1.25K
$360K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
746+ 5.28% |
$102K - $118K
|
14.9K
$4.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
744+ 23.23% |
$102K - $117K
|
3.95K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
730+ 15.04% |
$99.9K - $115K
|
5.59K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
714+ 3.59% |
$97.7K - $113K
|
20.6K
$5.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
711New |
$97.3K - $112K
|
711
$205K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
710+ 3.76% |
$97.1K - $112K
|
19.6K
$5.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
700+ 41.42% |
$95.8K - $110K
|
2.39K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
696+ 15.65% |
$95.2K - $110K
|
5.14K
$1.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
681+ 0.64% |
$93.2K - $107K
|
107K
$30.9M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
680+ 33.98% |
$93K - $107K
|
2.68K
$771K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
675New |
$92.3K - $106K
|
675
$194K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
669+ 0.29% |
$91.5K - $105K
|
232K
$66.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
660+ 19.13% |
$90.3K - $104K
|
4.11K
$1.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
650+ 1.39% |
$88.9K - $102K
|
47.4K
$13.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
650+ 187.32% |
$88.9K - $102K
|
997
$287K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
623+ 0.64% |
$85.2K - $98.2K
|
98.5K
$28.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
622+ 3.12% |
$85.1K - $98.1K
|
20.6K
$5.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
611New |
$83.6K - $96.3K
|
611
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
609+ 3.73% |
$83.3K - $96K
|
16.9K
$4.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
606+ 4.16% |
$82.9K - $95.5K
|
15.2K
$4.37M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
605+ 7.75% |
$82.8K - $95.4K
|
8.41K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
600+ 27.45% |
$82.1K - $94.6K
|
2.79K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
595+ 1.34% |
$81.4K - $93.8K
|
44.9K
$12.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
593+ 20.58% |
$81.1K - $93.5K
|
3.48K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
590+ 1.24% |
$80.7K - $93K
|
48.2K
$13.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
587+ 5.55% |
$80.3K - $92.6K
|
11.2K
$3.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
586+ 8.22% |
$80.2K - $92.4K
|
7.72K
$2.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
584+ 3.14% |
$79.9K - $92.1K
|
19.2K
$5.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
583+ 2.67% |
$79.8K - $91.9K
|
22.4K
$6.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
577+ 6.93% |
$78.9K - $91K
|
8.9K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
575+ 6.49% |
$78.7K - $90.7K
|
9.44K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
558+ 10.12% |
$76.3K - $88K
|
6.07K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
557+ 5.02% |
$76.2K - $87.8K
|
11.6K
$3.35M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548New |
$75K - $86.4K
|
548
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
545+ 64.8% |
$74.6K - $85.9K
|
1.39K
$399K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
542+ 4.46% |
$74.2K - $85.5K
|
12.7K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
536+ 160.48% |
$73.3K - $84.5K
|
870
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
516+ 1.89% |
$70.6K - $81.4K
|
27.8K
$8.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
515+ 0.97% |
$70.5K - $81.2K
|
53.6K
$15.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
514+ 8.86% |
$70.3K - $81K
|
6.32K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
510+ 18.62% |
$69.8K - $80.4K
|
3.25K
$935K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
500+ 29.41% |
$68.4K - $78.8K
|
2.2K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
500+ 10.35% |
$68.4K - $78.8K
|
5.33K
$1.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
498+ 11.52% |
$68.1K - $78.5K
|
4.82K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
493+ 5.76% |
$67.4K - $77.7K
|
9.06K
$2.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
491+ 6.78% |
$67.2K - $77.4K
|
7.73K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
483New |
$66.1K - $76.2K
|
483
$139K
|